Chartmogul

About Chartmogul For WHMCS

The Chartmogul addon will synchronize the date between WHMCs and Chartmogul. The data can be synchronized manually or automatically with cron jobs.

Module Features:

• Synchronize:
  • Clients
  • Invoices
  • Transactions
  • Export Automatically:
  • Clients
  • Invoices
  • Transactions
  • Refunds
  • Setup trial settings.

• View Logs
• View cron status

Requirements

• WHMCS 6 o greater
• PHP 5.6 o greater

Installation

1. Log in to your client area and download the module.

2. Unzip chartmogul.zip

3. Copy "modules/addons/chartmogul" to "modules/addons" in your whmcs install.

4. Enable the addon at setup->addon modules

Whmcs admin username: Whmcs admin username with permissiosn to use the whmcs API.

Chartmogul datasource: Chartmoful data source name to be created in chartmogul.

Chartmogul account token: Chartmogul API token

Chartmogul secret key: Chartmogul API secret key.

Access control: What admin role can access the addon.

Module license: Whmcsmod.com license.

Manual export

It is not recommended to make a bulk client synchronization using the admin addon, instead, the cronjob will automatically synchronize your data ( check the cronjob section ).

1- To initialize the chartmogul data go to addons->chartmogul.

2- Export your whmcs plans by clicking the "Synchronize products" link and then "start import".

Note: For each whmcs plan biling cycle a chartmogul plan will be created.

3- Once the plan export has been completed, the whmcs customers can be exported in the "Synchronize client" link.

Trial settings

Automatic export( cron )

To automatically export the data from WHMCS to chartmogul a cron job must be created. The "Cron" tab will display the cron task command to be run:

Logs

Will display event logs or warning/error messages from chartmogul.

FAQ

1. "The number of active clients in whmcs is greater than in chartmogul"

Any client with an active service in whmcs is an active client in whmcs even if it was a one payment one. In chartmogul an active client is one with recurring payments.

2. "Some whmcs invoice transactions are not displayed in chartmogul"

The addon will only export invoice transactions, if there's any transactions in whmcs not linked with an invoice it is not exported.

3. "The amount of invoices is greater in whmcs than in chartmogul"

The addon will only export invoice paid or refunded.